Pinnacle Wealth Management Advisory Group’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.52M | Buy |
62,888
+2,132
| +4% | +$158K | 0.31% | 73 |
|
|
2025
Q4 | $4.41M | Buy |
60,756
+528
| +0.9% | +$38.4K | 0.3% | 72 |
|
|
2025
Q3 | $4.42M | Sell |
60,228
-364
| -0.6% | -$26.1K | 0.33% | 65 |
|
|
2025
Q2 | $4.24M | Sell |
60,592
-2,904
| -5% | -$191K | 0.35% | 61 |
|
|
2025
Q1 | $4.11M | Buy |
63,496
+15,252
| +32% | +$1.02M | 0.38% | 62 |
|
|
2024
Q4 | $3.19M | Sell |
48,244
-576
| -1% | -$39.1K | 0.3% | 72 |
|
|
2024
Q3 | $3.22M | Buy |
48,820
+1,092
| +2% | +$68.6K | 0.31% | 72 |
|
|
2024
Q2 | $2.89M | Buy |
47,728
+120
| +0.3% | +$7.29K | 0.3% | 76 |
|
|
2024
Q1 | $2.97M | Buy |
47,608
+1,252
| +3% | +$74K | 0.32% | 72 |
|
|
2023
Q4 | $2.7M | Buy |
46,356
+7,236
| +18% | +$387K | 0.32% | 74 |
|
|
2023
Q3 | $2.04M | Buy |
39,120
+2,752
| +8% | +$151K | 0.26% | 80 |
|
|
2023
Q2 | $2M | Buy |
36,368
+2,832
| +8% | +$148K | 0.25% | 84 |
|
|
2023
Q1 | $1.77M | Buy |
33,536
+2,976
| +10% | +$158K | 0.24% | 83 |
|
|
2022
Q4 | $1.56M | Sell |
30,560
-8,476
| -22% | -$432K | 0.23% | 88 |
|
|
2022
Q3 | $1.83M | Buy |
39,036
+1,960
| +5% | +$102K | 0.3% | 76 |
|
|
2022
Q2 | $1.83M | Sell |
37,076
-19,220
| -34% | -$1.04M | 0.29% | 79 |
|
|
2022
Q1 | $3.35M | Buy |
56,296
+3,532
| +7% | +$207K | 0.48% | 58 |
|
|
2021
Q4 | $3.36M | Buy |
52,764
+16,700
| +46% | +$1.05M | 0.55% | 51 |
|
|
2021
Q3 | $2.13M | Buy |
36,064
+1,960
| +6% | +$118K | 0.5% | 54 |
|
|
2021
Q2 | $2.02M | Buy |
34,104
+4,572
| +15% | +$265K | 0.47% | 54 |
|
|
2021
Q1 | $1.63M | Buy |
29,532
+80
| +0.3% | +$4.34K | 0.46% | 57 |
|
|
2020
Q4 | $1.52M | Buy |
29,452
+40
| +0.1% | +$1.94K | 0.46% | 58 |
|
|
2020
Q3 | $1.3M | Buy |
29,412
+16,100
| +121% | +$702K | 0.45% | 62 |
|
|
2020
Q2 | $545K | Sell |
13,312
-540
| -4% | -$20.7K | 0.2% | 104 |
|
|
2020
Q1 | $456K | Sell |
13,852
-4,888
| -26% | -$202K | 0.22% | 97 |
|
|
2019
Q4 | $835K | Sell |
18,740
-900
| -5% | -$38.6K | 0.31% | 86 |
|
|
2019
Q3 | $823K | Buy |
19,640
+560
| +3% | +$23.4K | 0.34% | 83 |
|
|
2019
Q2 | $797K | Buy |
19,080
+560
| +3% | +$22.9K | 0.34% | 83 |
|
|
2019
Q1 | $744K | Sell |
18,520
-100
| -0.5% | -$3.85K | 0.34% | 85 |
|
|
2018
Q4 | $643K | Sell |
18,620
-12,600
| -40% | -$473K | 0.35% | 90 |
|
|
2018
Q3 | $1.28M | Buy |
31,220
+160
| +0.5% | +$6.53K | 0.63% | 48 |
|
|
2018
Q2 | $1.22M | Buy |
31,060
+60
| +0.2% | +$2.35K | 0.66% | 45 |
|
|
2018
Q1 | $1.2M | Buy |
31,000
+21,180
| +216% | +$834K | 0.68% | 47 |
|
|
2017
Q4 | $380K | Hold |
9,820
| – | – | 0.21% | 100 |
|
|
2017
Q3 | $361K | Buy |
9,820
+420
| +4% | +$15.1K | 0.21% | 107 |
|
|
2017
Q2 | $335K | Sell |
9,400
-500
| -5% | -$17.7K | 0.21% | 109 |
|
|
2017
Q1 | $345K | Hold |
9,900
| – | – | 0.24% | 95 |
|
|
2016
Q4 | $326K | Buy |
9,900
+100
| +1% | +$3.24K | 0.23% | 90 |
|
|
2016
Q3 | $317K | Buy |
+9,800
| New | +$314K | 0.24% | 93 |
|
Other funds holding VO
Pinnacle Wealth Management Advisory Group's VO Position: Q1 2026 in Review
Pinnacle Wealth Management Advisory Group increased its Vanguard Mid-Cap ETF (VO) stake by 3.5% in Q1 2026, buying an estimated $158K and bringing the position to 62,888 shares worth $4.52M. The position accounts for 0.31% of the portfolio, ranked #73.
Pinnacle Wealth Management Advisory Group first reported a position in VO in Q3 2016 and has held it in 39 quarters since. 2,386 funds tracked by Wall St. Rank hold VO as of Q1 2026.
- Pinnacle Wealth Management Advisory Group held 62,888 shares of Vanguard Mid-Cap ETF worth $4.52M as of Q1 2026.
- Pinnacle Wealth Management Advisory Group bought 2,132 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $158K.
- Vanguard Mid-Cap ETF made up 0.31% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #73 holding.
- Pinnacle Wealth Management Advisory Group first reported a position in Vanguard Mid-Cap ETF in Q3 2016 and has held it in 39 quarters since.
- 2,386 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.
Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.